Condition-Based Trigger for Email Reporting

Condition-Based Trigger for Email Reporting

The current MAILTO function requires clicking the cell in order for an email to be generated. It would be very helpful if this click action occurs automatically only if a certain logical condition is met. For example, if the sum of all sales from last week reaches a certain threshold or is below a certain threshold, the MAILTO function automatically generates the email. Then, all the user has to do is send the email once it pops up. This functionality would be very useful for any reporting mechanisms done in Anaplan. Instead of sending a report every week no matter what, this would increase visibility for exclusions in a convenient way. 

 

 

The content in this article has not been evaluated for all Anaplan implementations and may not be recommended for your specific situation.
Please consult your internal administrators prior to applying any of the ideas or steps in this article.
5 Comments
Community Manager
 
Status changed to: Needs Community Support
Community Manager
 
Status changed to: Needs Community Support
Occasional Contributor

Amgen Europe has same needs : Anaplan is currently not able to send email notifications based on a pre-set condition. e.g.  whenever a price is submitted below a certain threshold

Certified Master Anaplanner

Capella University has similar need. we would like to evaluate a line item and send an email if the value is outside an acceptable range

Community Manager
 
Status changed to: Under Investigation